Axis Conservative Hybrid Fund - Regular Plan - Growth Option
(Erstwhile Axis Income Saver -Growth Option)
Fund House: Axis Mutual Fund| Category: Hybrid: Conservative |
| Launch Date: 16-07-2010 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index |
| TER: 2.15% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 100.0 |
| Total Assets: 218.61 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: - | Exit Load: If redeemed/switch out within 12 months from the date of allotment: - For 10% of investment : Nil FIFO basis For remaining investment : 1% w.e.f., 15/06/2015 |
30.174
0.14 (0.4686%)
7.18%
Benchmark: 11.06%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It also aims to manage risk thorough active asset allocation.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 4.17 |
| Sharpe Ratio | 0.04 |
| Alpha | -0.13 |
| Beta | 0.17 |
| Yield to Maturity | 7.67 |
| Average Maturity | 11.61 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Conservative Hybrid Fund - Regular Plan - Growth Option | 16-07-2010 | 0.76 | 4.35 | 5.92 | 5.45 | 6.4 |
Scheme Characteristics
Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
79.29%
Large Cap
20.0%
Mid Cap
0.71%
